Kotak Multicap Fund
Direct · Growth ₹21.75
18 Aug 2026
NAV
24.7%
3Y CAGR
24.4%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
6.90
Sharpe
-21.0%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.45%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹13.05 L | 24.3% | -25.7% | 77.5% |
| 3 Years | ₹36.00 L | ₹48.74 L | 22.1% | 6.3% | 43.0% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 24.3% | 14.4% | 15.1% | +9.8% |
| 3 Years | 22.1% | 11.1% | 16.0% | +11.0% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 23.4% | 14.6% | -4.0% | 67.0% | 0.83 | 7.61 | 96% | — | — |
| 3 Years | 24.7% | 24.6% | 18.6% | 31.8% | 6.90 | — | 100% | — | — |
-21.0%
Max Drawdown
5 mo
Drawdown Duration
8 mo
Recovery Time
-4.2%
Avg Drawdown
Calmar Ratio by Duration
1.11
1Y
1.18
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +12.57 | 1.05 | 107.2% | 90.6% | 9.2% | -2.9% |
| 3 Years | +11.46 | 1.04 | 107.9% | 94.0% | 19.3% | 7.8% |
| 5 Years | +10.47 | 0.96 | 99.2% | 86.4% | 16.8% | 6.3% |
| 7 Years | +7.18 | 0.96 | 99.2% | 86.4% | 11.7% | 4.5% |
| 10 Years | +4.83 | 0.96 | 99.2% | 86.4% | 8.1% | 3.1% |
| 12 Years | +3.96 | 0.96 | 99.2% | 86.4% | 6.7% | 2.6% |
| 15 Years | +3.09 | 0.96 | 99.2% | 86.4% | 5.3% | 2.1% |